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Jerry Long

Investment Advisor

  • MBA

Our discovery and wealth management approach is driven by what matters most to you

Moving and adapting to a new country can be the biggest challenge in your life
Let me help you discover what truly matters to you, assist you achieve
all your life goals from your home country to Canada.

Jerry Long is an Investment Advisor located in Richmond. Jerry provides
comprehensive wealth management services to his immigrant clients, including
tax strategies, investment and wealth planning.


Jerry has been providing his clients with innovative wealth
management solutions through his entire career at RBC and TD.
He helps new immigrant' families protect and grow their assets with tax efficient
strategies and endeavors to provide them with steady income. He
sees himself as his clients’ personal Chief Financial Officer to help
them achieve their life goals.

Chinese Bio
Chinese PIA Brochure
Chinese Wealth Pillars

ADDITIONAL CONTACT

Branch Office: (604) 482-5168
Branch Fax: (604) 482-5183

LANGUAGES

English, Mandarin

COMMUNITY INVOLVEMENT

Richmond & South Surrey

Additional Information





We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

Meet The Team

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

U.S. Fed delivers rate cuts and mixed signals

U.S. Federal Reserve cuts rates, but was divided on whether more cuts are coming this year. What does this mean for the markets? Kim Parlee talks with Scott Colbourne, managing director, TD Asset Management.

One problem per visit?

It’s a question I hear from doctors and patients alike. There are so many factors to consider that it arguably becomes impossible to answer. In fact, the best answer to the question of restricting patients to one issue per visit may indeed be: “It depends.”

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives - The Final Act

The recent bout of volatility has brought out both the doomsayers and the dreamers. However, neither reality is an accurate portrayal of the current market environment.

Current Perspectives

Trumps, Tariffs and Trade Wars.

Ask Money Talk - One big family plan

Q: I’ve accumulated enough money to worry how my kids will handle it when I’m gone — how can I prepare them?

Do you know someone who would benefit from my services?